estate planning

Centuria Life’s Michael Blake looks at investment bonds, compares their features and benefits to super, and...

Planning for the times beyond your own existence is always a grim prospect, but Chris Dastoor writes that being...

Deakin University has become the first university in the world to offer a financial planning course with...

Anna Hacker outlines the significant risks that inexperienced Will executors can pose to clients’ estates.

Advisers helping clients with estate planning may need to consider more than they bargained for, with funeral...

As Australia’s population, and planners’ client base, grows increasingly older, advisers need to be positioned to...

With an ageing population, increasing longevity and policy reform making superannuation a less suitable tool for...

Mindy Ding looks at how to navigate the maze of regulation that covers leaving superannuation to beneficiaries as...

Around $2.4 trillion will soon be transferred from baby boomers to the next generation, but many people are...

The SMSF Association has pointed to the degree to which the Government’s succession of superannuation budget...

Members of self-managed super funds may exceed their Transfer Balance Cap after receiving a pension on the death...

The Supreme Court of New South Wales has heard a case on encumbered property which was resolved against a contrary...

While the demand and need for financial advice is growing, advisers still feel that there are barriers to client...

Hope William-Smith looks at how changing family structures and the ageing population have required advisers to...

Marcus Evans looks at super changes and what advisers need to know when dealing with SMSFs.